Intel's CY26 capex to remain nearly flat. More optimistic than previous guidance of above maintenance and $16B. Next year capex will be for 2027 capacity. Around which time Intel's external foundry business begins to take off. Also, Intel is experiencing tight capacity across PC and server. TSMC-manufactured Lunar Lake will grow next year to accommodate server capacity. Lunar Lake is not good for GM though.
Source: Sravan Kundojjala
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